Using Dashboards

Displaying Data

It is possible to hide one or more parameters, so the Dashlet will only show the remaining ones.

To do this, click on the parameter you want to hide. The select parameter becomes grey and you cannot see it anymore on your chart:

Click on the parameter again to display it.

Drilling into Dashlets

It is possible to see the underlying data of any Pie Chart of Bar Chart - to do this, clock on the section you want to drill into. This will then display the underlying data. You have the ability to order this data, run a search on it and export this data to Excel.

Item

Title

Description

1

Sortable Headers

Click on a column header that you want to sort he data (A-Z). Click again to reverse (Z-A).

2

Search

Click on the search icon to search the data.

3

Export to Excel

Click the icon to export the data to Excel.

4

Paginating

Where the volume of date is large, you may have multiple pages of data, and will need to use the arrows to click through the pages. Alternatively, you can use the drop-down to select the number of rows shown per page.

Search Data:

The search function looks like the following:

Use the drop-down and free-text fields to select your search criteria. You can have more than one search criteria - click the add icon to add further search criteria.

Removing and Minimising Dashlets

Any Dashlet can be removed from Classic, Home or your own Dashboard. Once the Chart has been deleted it will have to be recreated if it needs to be reinstated. Dashlets can also be minimised on the Classic Dashboard by selecting Minimise. They can be maximised again by selecting Restore.

Note: The option to remove is removed from Global Dashboards that the User has subscribed to, as they are controlled by the User who has published them. Similarly, the option to minimise is not available from the Home or Global Dashboards.

When viewing local dashboards that you have subscribed to or created, you will also get some more options for exporting the data:

To see more about Copying a Chart Image, see Copying Charts. Download CSV and Excel data downloads the data represented in the form. For more information on the resource link, please see the article here.

Copying Charts

Charts can be copied by selecting Copy Chart Image. This will produce a pop-up containing an image of the Chart. By right clicking on the picture of the Chart (not in the white space around it) you will be able to Save or Copy the Chart.

You will then be able to paste the image into programmes such as paint or Microsoft Word.

Template Reports

Template Reports are tabular reports that are configured within a Template. They are a way of distilling and presenting key data either from a single form, or across similar forms.

The functionality of Template Reports’ allows Users to sort the data by one of the fields, order the fields within the table to suit, and search the data for something of interest.

Sort: Click on the column header that you want to sort the data (A-Z). Click again to reverse (Z-A).

Order: Drag and drop any column to a new position. It will go back to the original position after you have logged out.

Export Data: Click on the Excel icon to export the data to excel.

Search: Click on the search icon to search the data.

Note: You may have more records than there is space for in the Dashlet. You may need to scroll within the Dashlet and/or navigate to further ‘Pages’ within the report. Please check the summary of records and pages at the bottom of the Dashlet. You can adjust the number of records displayed per Page, as shown above.

You can have more than one search criterion - you will be able to select the criterion from the columns in the report.